Michael Rider signed Skywalker Holdings, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Skywalker Holdings, LLC's EIN is 82-4959002.
Download the official 2024 Form 5500 (PDF) for Skywalker Holdings, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Skywalker Holdings, LLC's plan includes ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $3K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| S * Fidelity 500 Index | Mutual Funds | — | $45K | $9.2M | 27.9% | |
| Fidelity Freedom Index 2035 Ipr | Mutual Funds | — | $180K | $4.2M | 12.8% | |
| Fidelity Freedom Index 2030 Ipr | Mutual Funds | — | $199K | $4.0M | 12.2% | |
| Fidelity Freedom Index 2040 Ipr | Mutual Funds | — | $75K | $1.8M | 5.6% | |
| Fidelity Freedom Index 2050 Ipr | Mutual Funds | — | $65K | $1.7M | 5.1% | |
| Fidelity Freedom Index 2045 Ipr | Mutual Funds | — | $63K | $1.6M | 5.0% | |
| Fidelity Freedom Index 2025 Ipr | Mutual Funds | — | $81K | $1.5M | 4.6% | |
| NYLI W Large Cap Growth I | Other securities | — | $113K | $1.3M | 4.1% | |
| Artisan Mid Cap Inv | Other securities | — | $34K | $1.2M | 3.6% | |
| Dodge & Cox Stock | Mutual Funds | — | $4K | $901K | 2.7% | |
| PIMCO Total Return Institutional | Mutual Funds | — | $99K | $842K | 2.6% | |
| Fidelity Diversified International | Mutual Funds | — | $19K | $788K | 2.4% | |
| Fidelity Freedom Index 2055 Ipr | Mutual Funds | — | $32K | $686K | 2.1% | |
| MONEY MARKET FUNDS SHARES / UNITS * Fidelity Goverment Money Market Fund | Mutual Funds | — | $592K | $592K | 1.8% | |
| Fidelity Freedom Index 2020 Ipr | Mutual Funds | — | $36K | $566K | 1.7% | |
| Fidelity Freedom Index 2060 Ipr | Mutual Funds | — | $18K | $323K | 1.0% | |
| Fidelity Extd Mkt Index | Mutual Funds | — | $3K | $231K | 0.7% | |
| SELF DIRECTED BROKERAGE * Self Directed Brokerage | OTHER | — | — | $174K | 0.5% | |
| Fidelity Us Bond Index | Mutual Funds | — | $15K | $153K | 0.5% | |
| Fidelity Freedom Index 2065 Ipr | Mutual Funds | — | $10K | $150K | 0.5% | |
| Vanguard Total International Stock Adm | Mutual Funds | — | $4K | $129K | 0.4% | |
| Crm Mid Cap Value Inst | Other securities | — | $5K | $110K | 0.3% | |
| RMB SMID Cap I | Other securities | — | $9K | $108K | 0.3% | |
| PIMCO Rae US Sm I | Mutual Funds | — | $7K | $82K | 0.2% | |
| Fidelity Freedom Index 2010 Ipr | Mutual Funds | — | $4K | $55K | 0.2% | |
| Fidelity Freedom Index Inc Ipr | Mutual Funds | — | $4K | $44K | 0.1% | |
| Fidelity Freedom Index 2015 Ipr | Mutual Funds | — | $2K | $32K | <0.1% | |
| Fidelity Freedom Index 2070 Ipr 187 | Mutual Funds | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
